Jo specialises in the accounting, compliance and advice for Self Managed Superannuation Funds.
Jo commenced working for MGI Adelaide in 2000 as a graduate accountant. She has worked as an accountant and manager of many of the firm’s clients across a wide range of industries.
Since 2009, Jo has overseen the management of the firm’s Super Team. In addition to assisting, the trustees of SMSFs comply with the regulations and achieve the best results for their retirement.
Whether just starting out with a SMSF and building wealth for the future or already in retirement phase, Jo enjoys getting to know her clients and understanding their goals.
Jo is a Chartered Accountant and an authorised representative of MGI Super Advisory (SA) Pty Ltd ABN 75 603 147 146, Corporate Authorised Representative No. 471539 of Accountable Financial Solutions Pty Ltd ABN 36 146 520 390 AFSL No. 409424